Workflow automation

We design, build, and run the automations that keep your business moving — lead intake, scheduling, reminders, invoicing, and follow-ups. You get the result; we own the plumbing.

Book a discovery call View Pricing
Lead follow-up workflow: form submission triggers CRM record creation, splits into email and SMS, then logs to Google Sheets Lead follow-up workflow: form submission triggers CRM record creation, splits into email and SMS, then logs to Google Sheets
A typical lead follow-up flow we build and run for clients

What we automate

Lead Intake & Routing

New inquiries from your website, ads, or phone land in your CRM, get tagged, and route to the right person — instantly.

Scheduling & Reminders

Booking flows that sync to your calendar, send confirmations, and drop no-shows with automatic reminders.

Invoicing & Payment Follow-ups

Job complete? Invoice generated, sent, tracked, and chased until paid — without you touching it.

Immediate Lead Response

FB/IG leads, missed calls, and form submissions trigger SMS or email responses in seconds, not hours.

Mass Email & SMS

Segmented broadcasts with opt-in tracking and STOP/HELP handling so you stay compliant without the headache.

Onboarding & Handoff

Automated welcome sequences, contract signing, and task creation so every new client gets a consistent start.

How it’s different from DIY tools

⊡
We run it, not you No Zapier tabs, no broken connections, no “why did this stop working.” We own it end-to-end.
▶
Built on tools we own No platform tax, no per-zap pricing. Our engine runs it, so the cost doesn’t scale with volume.
✓
Maintenance included When an API changes or a tool breaks, we fix it. Your automations stay running.
Flow visual workflow canvas showing a Rate Confirmation automation with connected nodes
Every automation is built on Flow, our in-house workflow engine — fully managed for you

How it works

1

Map your process

On the discovery call we walk through how your business actually runs today — and find where the leaks are.

2

We build + test

We design and build the workflow, connect it to your tools, and stress-test it before anything touches a live customer.

3

We run it, you get reports

Automations run 24/7. We monitor for failures, handle updates, and send you clean summaries of what ran.

Ready to stop doing the busywork?

Book a 20-minute discovery call. We’ll map what to automate first and give you a clear plan.

Book a discovery call View Pricing